See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,299 | $51,175+414.5% | $70,515+273.4% | $75,163+250.3% |
| Participation rate | 84.6% | 60.9%+23.7pp | 68.3%+16.3pp | 67.2%+17.4pp |
| Annual return | 17.09% | 30.02%-12.9pp | 32.77%-15.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $22,363 | $1,826+1124.6% | $2,973+652.1% | $2,670+737.6% |
| Participant deferral / active EE | $18,676 | $2,849+555.5% | $4,567+309.0% | $4,125+352.7% |
| Admin fee / account holder | $63,011 | $4,091+1440.4% | $6,412+882.7% | $5,651+1015.1% |